ESTABLISH CLIENT RELATIONSHIP
Verify client identify: Match ID to Title Search to verify ownership
Compliance Documents (CP):  Receive instructions from agent, complete CP and send to clients to sign 

LISTING DOCUMENTS
Verify MLS:  Check MLS to confirm the listing is not already and exisiting listing
Listing Documents:  Receive instructions from agent, complete Listing Documents and send to client to sign
Listing Submission:  Send CP and Listing Documents to office for processing 

LISTING PREPARATIONS
Tenant Management: Engage tenant and agree on listing parameters
Arrange Cleaning: Arrange and attend cleaning session 
Arrange Photography: Arrange and attend photography session 
Signage: Arrange to have signage installed before listing date
Signage Photo-Op:  Take photo of agent with new signage and publish 

MLS ACTIVATION
MLS Activation:  Check MLS to confirm listing activation and check information for accuracy
Upload Documents: Upload Title Search, Team Disclosure, PDS

OPEN HOUSE/SHOWING
MLS Update:  Update Open House information on MLS Realtor Remarks by Thursday each week  
Open House:  Attend Open House on request by JV&A agents
Showings:  Attend Showings Appointments on request by JV&A agents 

RECEIVE AN OFFER
Offer Presentation: Send Offer to client for presentation  
Counter-Offer: Receive instruction from agent, complete counter-offer and send to client to sign. Attach seller signed Team Disclosure to disclose to buyer
Accepted Offer: Send Accepted Offer to client to notify 

ACCEPTED OFFER
Remove Subjects:
– Title:   Provide Title from selling agent 
– PDS: Provide PDS from selling agent 
– Strata Documents: Provide Strata Documents from selling agent 
– Insurance: Provide Proof of Insurance from selling agent 
– Financing: Confirm financing status from selling agent 
– Inspection:  Attend inspection appointment with selling agent

FIRM CONTRACT
Firm Contract: Obtain Subject Removal and send to client and office immediately (AO should be sent to office  with SR)
Deposit: Obtain deposit receipt and send to client and office immediately  
Report Sale: Complete Reporting Documents and send to office within 24 hours of SR
Legal Engagement: Engage legal representative and send AO, SR, and Deposit Receipt to notify sale
Sold Photo-Op: Take photo of agent with Sold sticker on signage and publish 

COMPLETION
Final Walkthrough: Complete final walkthrough of property to ensure property is ready for delivery
Completion Appointment: Arrange completion appointment with client and assist if needed  
Registration Letter: Receive Registration Letter from legal representative on Completion Day and send to client to notify 

POSSESSION
Key Possession: Attend key possession appointment and handover key to selling agent or buyers  
Strata Handover: Handover Strata Registration to selling agent or buyers
Appliance Manuals: Handover appliance instruction manuals to selling agent or buyers 

DOCUMENTS CHECKLIST

COMPLIANCE PACKAGE
Disclosure of Representation in Trading Services (DORT)
Team Disclosure (TD)
Privacy and Consent (PNC)
FINTRAC (FIN)
FINTRAC – Politically Exposed Person (PEP/HOI)

LISTING DOCUMENTS
Multiple Listing Agreement (MLC)
Listing Agreement Schedule A (MLC Schedule A)
Listing Agreement: Supplemental Agreement (MLC Supplement)
Data Input  (DATA)
Disclosure of Material Latent Defect (DMLD)
Property Disclosure Statement (PDS)
Title Search (TS)
Direction Regarding Presentation of Offers (DRPO)
Strata Document Receipt (STRATA)

ACCEPTED OFFER/SUJECT REMOVAL
Deposit copy
Subject Removal (SR)

REPORTING DOCUMENTS
Sales Report (SALESRPT)
Disclosure of Seller’s Expected Remuneration (DSER)
Trade Record Sheet (TRS)
Disclosure of Referral Payment (DREF)
Referral/Rebate form (REF) (REB)
Receipt of Funds Record (ROF)